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Forms & Downloads

Client Forms

All-In-One Client Onboarding Form
New clients start here — one form covers it allPDF Business Onboarding Form for Taxes
For business tax preparation clientsPDF Client Onboarding Form for Tax Purposes
For individual tax preparation clientsPDF Payroll Intake Form
Set up payroll services for your teamPDF Time Sheet
Submit hours onlineOnline Building Use Scheduling — Uso del Edificio
Reserve the facility online via CalendlyCalendly Income & Expense Worksheet
Simple log sheet to track your moneyPDF

Guides & Study Materials

Material de Estudio — Licencia de Contratista
Study material for the contractor license exam (Spanish)Español Notary Public License Law — NYS
New York State notary referencePDF Our Packages & Pricing
Service packages overviewPDF NYS Sales Tax Information
Official New York State sales tax resourceExternal

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